This week’s FLO is presented by Derek Adams, CSM.

Often marketing teams need to call on web development resources to complete projects like landing pages. The problem is that both teams use different project management tools. The marketing and project management teams use Workfront, while the developers use Jira.

Because of these separate tools, task management often falls through the cracks. Project managers often rely on the goodwill of the developers to update Workfront after they are done in Jira. We all know this is a recipe for dropped balls.

This Flo lets the marketing team build out projects in Workfront and automatically sync the item with Jira. Just as important, whenever the developers update Jira tasks, this flow syncs that info back to the same Workfront task.

The alternative to this Flo is manually updating both systems. So not only does this Flo eliminate human error, but it also speeds up projects.

Without further ado, let’s get into the steps for building a 2-way connection between Workfront and Jira.

Estimated time to setup: 15 minutes.

Step 1. Create a new project in Jira when one is created in Workfront

Screen Shot 2016-08-16 at 10.37.51 AM

Card 1. Monitor for new project in workfront: get characteristics of that project.

Card 2. Create a new project in Jira, using the name and description of the Workfront project.

Card 3. Tying things together: update the Workfront project with the ID of the Jira task that you just created.


Step 2. Jira-Workfront Connection

Once the engineering team gets the project from marketing, they may create issues (subtasks) within the project. This Flo updates Workfront with those issues.

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Card 1. Monitor for new issue in Jira: get characteristics of that issue.

Card 2. Get the characteristics of the Jira project that the issue belongs to.

Card 3. Create an issue in Workfront with the following Jira information:

    1. Jira issue ID
    2. Jira issue description
    3. Jira issue summary (title)
    4. Jira project ID

Card 4. Completing the loop: update Jira with the ID of the Workfront issue that was just created.

We’re finished! We just connected Workfront and Jira with a few simple steps, and made an error-prone process into something automatic, accurate, and easy.

To learn more about scenarios like these, visit our integrations page.